Financialforce.com Inc. 401(k) Plan: Login, Facts & Contact Information

Financialforce.com Inc. 401(k) Plan Facts

Plan name
CERTINIA 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CERTINIA INC. · formerly Financialforce.com Inc.
Participants
693 (323 active employees)
Former employees with a balance
320
Plan assets
$59,956,713 at Dec 31, 2024
Average account balance
$95,019 across 631 accounts
Employer contributions
$1,228,762 in plan year 2024 (14% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Dec 1, 2015
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 25, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $8.62 million went into the plan in contributions, $1.23 million of it from the employer (14%).
  • $9.57 million was paid out to participants.
  • Investment and other income added $8.33 million.
  • Administrative expenses were $39,827, about $63 per account.

How the Financialforce.com Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019478$31.6 million$1.02 million$3.95 million
2020484$39.1 million$1.10 million$5.44 million
2021521$47.3 million$1.17 million$5.85 million
2022635$41.7 million$1.38 million$6.38 million
2023712$52.6 million$1.47 million$6.29 million
2024693$60.0 million$1.23 million$9.57 million

Financialforce.com Inc. 401(k) Contact Information

Phone
415-796-8425
Mailing address
301 CONGRESS AVENUE SUITE 800, AUSTIN TX 78701
Plan sponsor
CERTINIA INC.
Employer identification number (EIN)
42-1768864
Plan number
001

Questions about the Financialforce.com Inc. 401(k)

Does Financialforce.com Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.23 million, 14% of all contributions.

Does the Financialforce.com Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Financialforce.com Inc 401(k) plan?

693 participants at the start of plan year 2024, 323 of them active employees, and 320 former employees who still had money in the plan.

What is the average 401(k) balance at Financialforce.com Inc?

About $95,019 per account: $60.0 million in plan assets across 631 accounts with a balance at the end of plan year 2024.

Who manages the Financialforce.com Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Financialforce.com Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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